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Strategy Capital LLC

Location
Los Altos, CA
Portfolio Value
Mid $1,222,995,307
Diversification
Diversified
Filing Date
Global Rank
#1,333 / 8,232 ▲ 28
Top Industry
Software - Infrastructure 23.8%
3Y Alpha vs SPY
+9.4%
Period ended 2 months ago
Filed May 14, 2026 · 31d
25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+120.6%
SPY
+76.3%
Annualised alpha
+9.4%
Max drawdown
−31.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

11 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
19.2%
−0.2 pts
Top 5
70.3%
+0.2 pts
Top 10
97.1%
−0.5 pts
HHI
1,208
Jun 2023 → Mar 2026 · range 1,146 – 1,415
Diversified−25

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 59.4% $726,580,258
Consumer Cyclical 14.7% $180,295,483
Industrials 13.8% $168,983,301
Communication Services 7.0% $85,566,046
Financial Services 5.0% $61,570,219

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
10 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
1 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
11 positions · $1,222,995,307 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History